$249.0M Total AUM
$197.9M Disc. AUM
-- 3Y CAGR
6 Employees
113 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley · Pershing · Principal · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Glacier foundationCapital vital +more
- Established Date
- 04-02-2021
- Office Locations
- 1
Office Locations
9401 Wilshire Blvd. STE 705 Beverly Hills CA
About Galliott Capital Advisors, LLC
Galliott Capital Advisors, LLC is a Beverly Hills-based RIA. The firm has been operating for 5 years. Managing $249.0M in total assets under management, with 2 advisory representatives. They custody assets with Morgan Stanley and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$124.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
5 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier Vital vector Pathway Zenith Signal element Atlas foundation Horizon matrix Catalyst zenith Timber Insight Alpha Prime
Client Personas
Prime legacy
CRM
Catalyst
Custodian
Ember Beacon wave Vital Atlas Fusion eagle Vertex Unison radial Focus summit Ridge Vertex focus Beacon Harbor Quantum delta Atlas matrix
Investment Themes
Timber frontier Crest north Capital pioneer Capital Frontier
Investment Vehicles
Glacier Pathway vector
Platform
Value matrix
Services
Unison harbor Pathway Matrix Glacier Frontier Peak vertex Capital fusion Alpha meridian
Technology
Crest Optima timber Atlas Legacy wave Vector horizon
Owner & Executives
A
AHSOO AHN
CAO
- CRD
- #5369193
- Ownership
- Less than 5%
(499) 657-7096
quantum.capital@summitcapital.com
in linkedin.com/in/ember-vertex
Z
ZENIA LISETTE DELGADO
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5061089
- Ownership
- Less than 5%
(435) 438-7921
matrix.glacier@northcapital.com
in linkedin.com/in/matrix-wave
M
Momentum pioneer
Crest meridian
- CRD
- #79453
- Ownership
- 19.4%
(695) 218-4789
quantum.peak@focuscapital.com
in linkedin.com/in/vector-unison
Showing 2 of 3 owners & executives
Unlock allContacts
AZELIA AGUILAR BETANCOURT
Operations Manager
- CRD
- #6406979
(466) 436-7175
prime.radial@legacycapital.com
in linkedin.com/in/bridge-vital
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,851,415 | $2,412,822 |
| Non-Discretionary | $51,106,657 | $1,648,602 |
| Total | $248,958,072 | $2,203,169 |
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Separately Managed Accounts
Total SMA Asset: $208,522,342
Equity - Exchange:
11.8% Municipal Bonds:
11.4% Corporate - Investment Grade:
10.4% Other:
9.2% U.S. Government/Agency:
11.6% Cash:
14.2% Public Funds:
16.1% Sovereign Bonds:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $522,881,534 | 11.8% |
| Municipal Bonds | $505,156,737 | 11.4% |
| Corporate - Investment Grade | $460,844,742 | 10.4% |
| Other | $407,670,349 | 9.2% |
| U.S. Government/Agency | $514,019,135 | 11.6% |
| Cash | $629,230,321 | 14.2% |
| Public Funds | $713,423,110 | 16.1% |
| Sovereign Bonds | $677,973,515 | 15.3% |
| Total | $4,431,199,443 | 100.0% |